See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$20,793 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,074 | $86,332+99.3% | $125,175+37.5% | $65,185+164.0% |
| Participation rate | 69.0% | 75.3%-6.3pp | 79.8%-10.8pp | 70.2%-1.2pp |
| Annual return | 22.32% | 27.43%-5.1pp | 43.79%-21.5pp | 29.38%-7.1pp |
| Employer contribution / active EE | $2,351 | $2,040+15.2% | $3,865-39.2% | $2,177+8.0% |
| Participant deferral / active EE | $5,292 | $3,537+49.6% | $4,937+7.2% | $3,514+50.6% |
| Admin fee / account holder | -$42 | $609-106.9% | $9,702-100.4% | $847-105.0% |